Retirement Plan Advising
Ensuring that your plan is the right fit for your company.
Rely on the retirement plan advisors at Levy Wealth Management Group to help protect your business and help your employees stay on track with their financial goals.
Securing the Future
Your employees are your biggest asset. We are here to help you choose the right retirement plan platform and provide guidance for maximum financial well-being and confidence.
A 3(38) fiduciary manages the retirement plan’s investment portfolio. They have the broadest scope of authority over the plan because the 3(38) fiduciary is the individual or institution running the portfolio. They can access the account’s funds, select which investments to make, buy and sell assets, establish a long-term strategy, and otherwise independently make decisions for this account.
A 3(21) fiduciary serves as a “co-fiduciary”, meaning they work with you and your retirement plan committee to make investment recommendations and help select the funds in the plan’s investment menu. A 3(21) does not have investment discretion to manage the assets of the plan.
Let’s Get Started
Focus on the Future
We would love to sit down with you to discuss the retirement planning needs of your business and how we help your employees pursue their goals.